Matthew
Dawson
Curran Financial Partners, LLC
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About this Advisor
Matthew Dawson is a financial advisor who works out of Myrtle Beach, South Carolina. Dawson is an employee of Curran Financial Partners, LLC. Over the course of their career, Dawson has held roles at Pruco Securities, LLC, M&T Bank, Parx, Prudential Insurance Company Of America, Curran Financial Partners and Curran Financial Partners, LLC. Dawson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Curran Financial Partners, LLC is an advisory firm that has its headquarters in Charleston, SC. The firm has offices in four locations and a total of 11 financial advisors. It controls $319 million in assets under management between its 2,769 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,769 customer accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services are provided. Fee types billed by Curran Financial Partners, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Curran Financial Partners, LLC Brokerage Details
$319,132,326
11
2,769
$115,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Matthew Dawson Work History
Matthew has been registered as a financial advisor for 0 years.*
Curran Financial Partners
Curran Financial Partners, LLC
Prudential Insurance Company Of America
Pruco Securities, LLC
M&T Bank
Parx
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Dawson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Curran Financial Partners, LLC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Myrtle Beach, SC
Charleston, SC
Charleston, SC
Charleston, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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